 Hello, hi everyone. I'm Sanjay Gupta. I welcome you on Sanjay Gupta Tech School. So this is our day 10 of Salesforce Learning Bootcamp. And before starting the session, I will be waiting for a couple of minutes so that more folks can join and then we'll be starting the session. So I just started one minute earlier today, so let's wait. And as you can see today's topic, we will be discussing about how to create report on duplicate records, then we'll discuss about dashboard creation. Then we'll discuss about how we can share reports and dashboard folders, then how to export report and how we can place report and dashboard on lightning page. And I just mentioned FAQ answers, those you asked in yesterday's session. So you can visit that document and you will find all the question and answers together. So for a few folks, good evening, for a few good afternoon, for a few good morning, because as you can see, I'm trying to cover IST, EST and PST time zone. Because few folks are joining from out of India as well, so okay. So I think now we can proceed further. So I already told you the topics which we are going to discuss today. And as in every session we discussed these virtual learning best practices, so I think you are following them. And I'm happy like in each session you are asking questions. So those are improving my knowledge as well as well as I am improving your knowledge. So I am assuming like these sessions are fruitful for both of us. And a few folks are asking doubts and YouTube video comments as well, so that is very good. I am trying to answer them and I created a telegram group for Q&A. So you can join that and you can find that link in the description of this video and in the session tracker as well. Okay, so here you can see these are the things where you can ask question and answers. So today also first I will be covering the topic completely and then in the end we will take some question and answers. So do subscribe the channel, share the information with others so that they can also learn. And next week we will be discussing about data security. So we are in week three and today is the last session for reports and dashboard. And in week four we will be discussing about data security. I will discuss about data loader and data import wizard as well. So those are very important topics. Okay, so don't miss. Next week this is very important, very much important. And in week five, week five we will be comprising all the things that we have gone so far. So that will be dedicatedly for admin project implementation. Okay, so coming to the topic. So today we are going to discuss about how we can create reports on duplicate records. So as you know, we discussed about duplicate rule and matching rule. So if you have duplicate rule and matching rule, so there may be chances like you can avoid duplicate rule, duplicate record creation. But there we have two options allow and like allow and block, right? So if we select allow so we can create duplicate records, but if we select block then we cannot create duplicate records. But still if you want to see what all duplicate records you have created so far. So you can just create a single report on duplicate records so that you can identify what all duplicate records are available in your org, right? So I'm going to show you that with practical. So let's do a demonstration. So if you want to create report on duplicate records. So first of all what you need to do, you need to create a record type. Sorry, report type, right? So here in the setup you will be searching report type. So always remember before creation of this duplicate record report, you need to create a report type. And for creation of report type, as you know, yesterday we discussed we need to search for report type and setup. And you can select this option, then you will find this button to create new custom report type. So just click on it. Once you click on that button, so you need to fill this information. So now here you might be thinking what will be our primary object if you want to create a report on duplicate, right? So what you need to do if you click here, so you need to search for duplicate and you will find this option. Duplicate record sets. So you need to select this option, duplicate record sets. And here you can label it as, so this is report type label that you can write like any label you can write here. So I am choosing report on duplicate, then this is report type unique name. Then here we need to type description. So creation of report type for duplicate records. And then we have store in category. So from here I am going to select other reports, right? Then here we have two options in development and deployed. So this is for understanding purpose. If we select in deployment, it means we are using this report type. It is still in development. But if you deploy this report type from one environment or one org to another, then you can just mark it as deployed, right? So after filling all this information, I am just clicking on next. So here you can see primary object is selected as duplicate record sets. Now you need to select another object. So just click on this option and here you will find one related object only that is duplicate record items, right? Now here you have two options. So I am going to select first option because if there is any duplicate record set, so I just want to see what all duplicate record items are available with that record set. But in your case, you can try with second option as well, but I am using the first option and I am just clicking on save. So this way my report type is created, okay? And you can see duplicate record set will be having eight fields and duplicate record items will be having six fields, right? So after creation of this report type, now you can create a report on duplicate. So you just need to go to this reports tab and first we can refresh this tab so that the newly created report type will be available to create a report. So Nishant is asking a question like after in development, how do we deploy this? So Nishant, we have separate process for deployment. So if you use a tool for deployment, so it can be chain set, it can be end migration tool or you can deploy through visual studio code. So once you deploy any metadata item through these tools, then you can just go and mark that report type as deployed, right? So maybe after development sessions, I will try to give you insight like how we can do deployment from one org to another, okay? So before that like I just refresh this page, now I'm just clicking on new report, okay? So first step was to create report type and I hope you know like for particular object report type we need to create once and we can create any number of reports using that report type. So here we store that in other reports. So I just clicked on other reports and here you can see we have report on duplicate report type and it is custom. So I'm just selecting it and here you can see objects used in report type. So two objects are here, duplicate record set and duplicate record item and total fields are 13, few are related to duplicate record set and few are related to duplicate record item. Now I'm just clicking on the start report so that we will be able to create the report and here you can see we have very less fields. So these two duplicate record set item and duplicate record item name, these are by default selected and from here like many fields are standard like created date, last modified name and date record count. So if you want to have record count you can select it, right? And rest fields if you want you can select. If you want to group it, so what you can do, you can group it basis on duplicate record set name, right? So if there are two duplicate records, so their duplicate record set will be same and here you can set the filter. So all duplicate record sets, it is by default selected and from here you can select all time. So that all time created duplicate records will be selected, okay? So in my org I have only two duplicate records. That's why these two duplicate records are available here as a duplicate record item name and if I click on run, so I will be able to see these details. Sorry, it just went away. I am just going to create it again. By mistake I just clicked on back because it was not saved, so I need to create it again. So make sure if your report is not saved, so you just need to create it again if something wrong happens. So I am just applying all these settings again and first of all I am going to save it. Okay and from here I am going to select public reports and selecting the folder. So this report I am storing in public reports folder. So we have two reports, public and private and third is that we create as a custom. So this report I am storing it in public reports folder and I am clicking on save. Now report is permanently saved, so I am just clicking on run. And here you can see these are the information, right? So now you might be thinking what will happen if we click on this link. So if you click on this link, so I am going to open it in new tab. So I am just opening this record set name. So this record set name will be having these two items related. So I am opening it. Here you can see it is showing with which duplicate rule these duplicate are identified. So this prevent duplicate student, right? If I go to related, so here record count is also available like two duplicate records are available. And here is the records. So you can see record numbers are also available. If you click on this link, so that record will be opened. So this way in your org, whatever duplicate records are available, you will be able to create a report on duplicate records, right? So we need to follow two steps. One, we need to create a report type first, and then we can use that report type and we can create a report. And if you want to create a chart, you can. So this way your chart will look like, right? So you can create tabular report. You can create summary report. You can create metrics report for this report type. So those we already discussed, right? Now, moving forward, next we have, sorry, next we have export reports, right? So export means whatever report you have created, if you want to download that report data locally in your system, so that process is known as export. So anything that is available in org and you want to have that data or that item in your system or outside the org, so that process is basically known as export. So we can export our reports. So let's understand how we can export our reports. So for that, you just need to click on reports tab and here you can see all the reports are listed. So if you click here, so you will find this export option. So I just selected summary OPP report and I'm having this option as export, right? So I'm just clicking on export and you will see these options are available. And I can see there are a few questions related to duplicate reports. So Bishal is asking how those students are duplicates. So Bishal, these two duplicate records we already created. So basis on that duplicate rule, they are duplicate. So that I created in one of the session where I explained how we can create duplicate rules. And Tushar is asking, so this report will work only if we have set a duplicate rule, right? Yes. So if you have duplicate rule created, then only your records will be identified as duplicate records. If you don't have any duplicate rule or matching rule, then there will be no duplicacy available, right? So first we need to set duplicate rule and matching rule, then only there will be chances to create duplicate, like report on duplicate records. So now I just clicked on export option and here you can see we have two options. First one is formatted report, right? So it says export the report including the report header, grouping and filter settings, right? So whatever settings you have done on your report, whatever formatting you have done on your report, so that as is will be exported. And here we have only one format that is Excel format. So if I click on export, so my report will be exported. And you can see it is downloaded. Now the exported report will be available in the download folder. So if I go to download folder and if I double click on this, so you can see it is opening and this way it will be available, right? So here you can see all the formatting are available. So it is showing filtered by, so all the filters are available here. Then report name, time zone generated by, these are available. All the columns are available, right? And it is having all the formatting, okay? And this is .xlsx file, right? So this way you will be able to see this, right? So this way if you download or if you export any report, so this way you will be seeing the data. Now we have another option. If you again click on export. So here we have another option that is details only. So in this you will be like exporting only details and here we have three formats, .xlsx and comma separated values, right? So you can choose anyone. So I'm just downloading it in Excel format later on after the session when you will be doing some practice. So you can download it in three different ways. And here we have encoding, so you can choose any encoding format in which you want to download. And if you want to understand about these encodings, so you just need to Google it and you will be able to understand. So I'm choosing the default encoding and clicking on export. So report is downloaded, so I'm just closing it and going to open this .xls format. So here you can see in my system Excel is not installed, so that's why it is coming here. You open this .xls, like if you open it through Microsoft Excel, so it will be opened properly. And if you open it in Google Drive, like upload it in Google Drive and try to open it through Google Sheet, then also you will be able to see. So here if you export this with details only, so you won't be having the filters, headers, other things. You will be having the data only, right? So this way you can export your reports in your system locally, right? So now I'm moving forward to the next topic. So now we need to understand how we can create dashboards, right? So report topic is completed. Now we are going to create a dashboard, but dashboard you cannot create without reports. So if you see what is dashboard, so a dashboard is a visual display of key metrics and trends for records in your org. So it is basically source of dashboard is basically reports. So if you have created reports, then only those reports you can place on dashboard. If you don't have any reports created, then dashboard is of no use, right? Then you can place one report in multiple dashboards, components on a single dashboard. So like one report you can place in multiple dashboard components and you can place that in single dashboard as well. So having multiple reports on a single dashboard makes it a powerful visual display tool. So you can just place one report many number of times on a dashboard as well. So you can place one report multiple times. You can display multiple reports one time. And one report can be placed in multiple dashboards. So any combination you can have. So this is a visual like how your dashboard will look like. So if you have created a report with chart, so this way your report will be placed on the dashboard, right? So after creation of dashboard, you can store your dashboard in dashboard folder. So like reports, dashboards are also stored in a folder. Dashboard folder controls who has access to its content. So in today's session, you will also get to know how we can share reports and dashboard folders with another user. So if one has access to folder, then only one can access its dashboard. However, to view the dashboard components, one need access to underlying reports as well. So this is important. If you have access to dashboard, but if you don't have access to reports, then you can view dashboard, but underlying reports you won't be able to access. Right? So these things you need to keep in mind. Then important about dashboard. So these things are important. The dashboard has a running user. Running user security settings determine which data to display in dashboard. If the running user is a specific user, then all dashboard viewers sees the data-based, the security settings of that user, regardless of their own security things, security settings. And dynamic dashboards are those for which running user is always logged in user. Here each user views the dashboard as per their own security settings, right? So we'll see this while creating dashboard. Now let's create a dashboard so that you can understand how it will work. So you can see this dashboard tab is available here under sales application, and we placed that on a recruitment application also. So if I... Sorry, not recruitment, Sanjay Gupta Tech School. So if I open this application, so here you will see that tab. So dashboard is available here. And whatever reports we created under that sales application, so all those reports are available here also. Okay? So these steps works across the applications. So if you create reports and dashboard under particular application, and if you place those reports and dashboard under any other application, so you will be able to access those reports and dashboard properly. So right now, if we see all dashboards, so we don't have any dashboard created. So here we have new dashboard option available. And if you want to create new folder, you can. So I'm creating new dashboard now. So here I'm going to create new dashboard. So I'm labeling it as my dashboard. Here you can fill the description and then you need to select the folder. So I'm going to select the folder, but here new folder is not created. So I'm going to create that. So I created it with my dash folder name and I'm going to select it. So it is available here and I'm going to create it. Okay? So this way you can see this is the UI where you can place components. So this is the name of dashboard that you can change anytime. Now here we have this button through which we can place component. So if you click on this component, so you will see you are able to select reports only. Right? And here you can see all the reports are listed. So recent and if you click on all reports, so you will see all the reports which are available in the org. So we have reports and this tabular private metrics. These are the folders. So if I select account tabular report and select it, so it will be available here. So you can see you won't be able to select any chart type for this because this is a tabular report. And here you can see we have these columns. If you want to add or remove column, you can customize. If you want to add grouping, so if you want to convert this tabular report into summary, so you can just select an option from here. Right? So this way you can see a grouping is done and record count is available here. But this doesn't make any sense because this report you created as a tabular report. So leave it as is. Then if you want to sort it, a basis on particular field, so you can just select it from here. Then display units, you can show these numbers and from here you can just select display units as per the requirement. And decimal places automatically, if you want to have custom link, you can place max groups displayed 100, then title, subtitle, footer and then light or dark theme. So these are the options that you can select by placing a report on dashboard. So I'm just adding it. So this is a tabular report, so it is showing data as well. Now I'm going to select a summary report. Right? So I just selected it and here you can see we have these reports chart. Right? So if in your report you have selected a different chart and if you want to change it here, you can. So here you can see we have different chart types available. So here you can see this one is Gauss chart. This is metric chart. Right? So if you want to have it, you can. And here you can see ranges are available. You can change them as well and accordingly colors are available. Okay? Then all these settings you can explore and I'm going to place it here. Right? And also remember one thing, if you are changing the chart type here, so it won't be changing actual chart type of the report. So I just placed summary report, so I'm placing it again. The same report I'm placing one more time and this time I'm selecting this metric and I'm adding it. So it is added below. If you want to shift it top, so you can just click drag and drop it here. And if you want to increase the size, you can just click drag and drop through corners. So you can just shrink it as well. So these blocks you can see, these are for placement purpose. So as per these blocks, you can just drag it. You can increase or decrease size of this particular component. So you can see summary OPP report is available twice. Now let's pick any other component. So now I'm selecting student summary report. This is custom. And here I'm selecting this type of chart and adding it. So it is available here. I'm shifting it above. So this way you can just add your components on the reports. Sorry, you can add your components on dashboard and all those components will be different type of reports. So I hope you understood how we created this. Now if you want to save it, so just click on save. It will be saved. Here we have save as an delete options available. And if you click on done, so it will be shown here as a preview. Right. So this way your dashboard is created. And if you want to refresh, like if you update any data in your org, so you can just refresh. And if you want to add it, so just click on add it and you can just add or remove your components. Okay. If you click on done, so you can see these report links are available. If you click on any link, so that particular or respective report will be opened. Okay. So if you click, so that report will be open. So if you want to open it, so right click and open link in new tab. So you can see in new tab, that particular report will be opened. This way. Right. Now here we have some options. So you can just apply them. Right. So this way our dashboard is created. Now if I click on this dashboard tab, so you can see this is the dashboard name and this is the folder. So if you want to open it again, you can just click on it and this way it will be available. Right. Now I'm just clicking on edit. And here you can see we have filter options. So I'm just clicking on filter. So here you can select particular field basis on that your dashboard will be filtered. Okay. So we have variety of reports. We have account report. We have opportunity. We have student. So basis on that you can apply filters. So generally we apply filter if we have same types of same type of report, like if we have all account report. So if we apply filter, then that makes sense. Right. And right now I'm not applying any filter. I'm just clicking on save, clicking on done. So this way my dashboard is created. Right. So this is the simplest way how you can create a dashboard. If you need more than one dashboard, you can create new dashboards and different set of reports you can place on that particular dashboard. Right. Now if I go further, so next is how we can place report and dashboard on lightning page. Right. So I think many people are asking this question and there is one more question. How many components we can add in particular dashboard? So I think there is no limit. We can add any number of component because if you click on plus, so any number of component you can add and if you scroll, so those components will be added in the below. This is a canvas and in this canvas you can just add any number of component. I don't think there will be a limit. Still I will explore if there is a limit so I will just put that answer in the FAQ document. Right. So now I'm going to show you how we can place our reports and dashboard on lightning page. So we have three types of lightning pages app page, home page and record page. So if I go to this app, so here you can see we have home page, we have app page and we have record pages as well for particular object. Right. So let me take you to the student object and if I open any student record, so if you remember we created student, we created report on student object. So if you want to place your report, those you created on student object on this record page, so that can be done. So just click on this gear icon from top right corner. It will open this pop up and here from this list you can select added page. And if you click on added page, so here what will happen? You will be able to place your report. So right now I'm showing you how you can place your report on record page. We can place dashboard as well on record page but generally we don't place because dashboard will be having lots of reports placed. So dashboard we can place on home page or app page. So here you will be searching for report and you can see we have report chart option. So you can just drag and drop it here. So here you can see this report is displayed. So as you see we have only report chart option. So only those reports will be placed or available here on those reports you have created charts. So tabular report won't be available here and those matrix or summary report where you have not enabled chart option so those reports won't be available. So only four reports are available here. So matrix opportunity reports but we want to place students so I'm selecting student summary report. So you can see that data is available here. If you want to place more than one report on this lightning record page so that is also possible. Now I'm just clicking on save. So it is asking for activation. I'm just activating it and I'm making it app default so that it will be default for this application only, Sanjay Gupta Tech School and I'm just clicking on next and next and save. Now I'm moving back. So on each student record you will see this report. So here it is available. Now if I this is 0 1 now if I open any other record like 0 8 so here also on record page you will see this report and if you click on this view report so that report will be opened and if you update some data under student record student object so you can just refresh it from here as well. Right so this way I showed you how you can place your report on record page. Now let's jump to home page. So home pay on home page I will be placing both dashboard as well as reports and if I take you to the exercise sheet so when we discussed about lightning pages so I already told you through a note like further we will be placing reports and dashboard on these lightning pages so this we are discussing right now. Okay and date and exercises already available here so you can just go through with these exercises it is very easy to do and now I am going here so I was about to place dashboard and reports on home page so I just clicked on this home page now I am just clicking on this gear icon and from this gear icon I am going to select this edit page option. Okay so now what we can do from top left corner we can just search for dashboard so this dashboard option is available I am just dragging and dropping it so you can see this dashboard is available so right now we have created only one dashboard so that is available in the list and always remember if your dashboard and reports are in public folder or the custom folder that you created then only those will be available to place here if you store your report and dashboard in the private folder then you won't be able to place them right so this way our dashboard is placed here now if you want to place any report individually so that is also possible so I am going to place this report chart here okay and I am selecting this metrics OPP report and I am saving this moving back so now on this home page you will see dashboard so here you can see this dashboard is available and if you go down so this report will be available right and from here you can open the dashboard you can refresh you can subscribe you can download these options are available so you can just click on the button wherever you want to right so this way I hope you understood how we can place reports and dashboard on home page now if you want to place them on app page so that is also similar to home page you just need to click on app page then click on this gear icon then go to added page and from here you can just drag and drop dashboard so it will be available if you want to place any report so you can just search for report so this time I am going to select different like summary OPP report so you will see different report chart available here and I am clicking on save moving back so on this app page you can see we are able to see dashboard and under dashboard here we have report as well right so after this explanation now we have one more topic remaining and I can see there are lots of questions available so I will be taking those questions after this topic so now we need to understand how we can share report and dashboard so I hope you all know like sharing means sharing report and dashboard between users right so here you can see I have created lots of reports and we have these folders created matrix summary and tabular if I go to all reports so I can see all the reports but if I click here so you can see I don't have any share option available here so as I told you yesterday as well we cannot share individual report instead we can share a report folder so if I go to all folders and if I click here then I will be able to see this share button if I click here so I will be able to share this complete folder with another users right and similarly this happens with dashboard if I go to this dashboard so if I click on all dashboard so I won't see any share button available here but if I click on all folders so here I will see the share button right so now I am going to show you how we can share report folders so I am clicking here and selecting share option right now I am already logged in in incognito window so what you can do if you want to log in with two different users at same time in your system so right now you can see in this browser I am logged in as my user that is Sanjay Gupta and if you want to log in with another user so you can just click on these three dots and you can select new incognito window so this way your incognito window will open and in setup you can search users and from there you can just have your another user username and you can just log in with that username and password so here I am logged in with test user this is my another user right now here if I click on reports so these two users belongs to same org always remember these two users must be belonging to your same org right so here you can see I can't see any report folder nothing is available now I am going to share this matrix report folder so here I clicked on share then from here I am going to search for user so I am searching for test user it is available here and here we have three access view edit and manage so I already told you view means that second user or test user will be able to view the report they can modify but won't be able to save the changes then edit they can change and save as well and manage they can share the report with other users as well so I am giving view access as of now and clicking on share once you share the report folder so you can see user will be added here and later on also you can change this access level so right now I am keeping it as view and clicking on done now if I come here and refresh this page so you will see this user will have access to this folder matrix report right if I click here so I will be able to access this report and if I click I will be able to open the report right I am able to add it as well but you will see save button is disabled if I added something in this report so for that time being I will be able to edit but I won't be able to save the changes because I just have view access on the report right now if I go here and try to change the access level so from here if I select edit and click on done and move here and refresh the page so now I will be able to change this report so I am opening the report and clicking on edit and this time you can see save button is enabled right so it depends what access level you are giving to your users and if you want to give sharing permissions then you can give manage access permission right so this way I hope you understood how we can share report and similarly you can share dashboard as well so right now if I click on dashboard I am not able to see any dashboard no folder is available if I click on all folders but if I go here and are you able to listen me now okay so there was some internet glitch that's why everything stopped so now I am just I was just showing you how you can share dashboard so here you can see we can share report to users only and here you can search for the users and we have access like here we don't have any access so you can just share and you can click on done so let's see what happens here okay it is still not shared I am going to check it again okay now we are having access as well so view edit and manage right from these three you can view anyone so these are same as I demoed with reports and if you click on share so that user will be added and if you click on done and if you go here and refresh the page then you will be able to see the dashboard folder so you can see with second user with test user you are able to see that dashboard and if you open that dashboard folder you will be able to open the dashboard as well so if you click on the dashboard so here you can see you are viewing the dashboard right but you won't be able to edit because those options are not available here right so this is how you can share your dashboard one more thing I want to show you while we were sharing the report folder so here we have one more option like share with so I just selected user so that's why I was able to select particular user then we have role role sense of ordinates and public groups so this thing you will be able to understand next week when we will be discussing about data security once you understand what is role what is role sense of ordinates and what is public group then you can automatically relate like when we need to select these options if you want to share report folders with particular role roles and subordinates and public groups right so this is all about today's session that I just had for you now I am going to discuss all the questions ok so I am moving I am just crawling this chat so I am going to pick existing questions so Nilesh is asking what is the use of duplicate role so I would say this I already explained in one of the sessions so you can just follow the complete playlist so one more information for you all the sessions which I am conducting so I am just adding those session in a playlist so if you go to the channel so in the playlist section you will see the recent playlist where all the sessions are available and thumbnail automatically says you what is being discussed and if you are not able to relate so you can just follow the session tracker and that session tracker link is available in the description of this video then so we have another question how can we get I think this how can we get objects specifically like in this case if I had created duplicate rules and multiple objects would it have shown all those records across objects so Bishal your answer to your question will be yes so if you have multiple duplicate records then also that the report which you are creating on duplicate records will be having everything Suresh is asking if duplicate rules are applied as block then there will be no duplicate report only if it's allow duplicate rule then report can be generated yes if you but if you have created duplicate rule so you won't be having duplicate records so in that case there is no need to create duplicate report that report won't be having any data right so we will be creating this report whenever we will be making sure like in your in our org we have duplicate records how many components can we add in particular dashboard so I think someone replied so 20 reports is limit for dashboard so I'm not sure like it is 20 so I will Google and will find a particular Salesforce official document for you and I will be adding that link in the FAQ document Anna I already explained like how we can add this dashboard to homepage or app page and okay Tushar is asking what was the dynamic dashboard you had mentioned so let me just go here so I'm just going to open the dashboard again so let me search how we can set like how we can check the user so let me add it and not here I think this part I missed so let's focus on this one so I just missed this part this gear icon so if you click on this so you will find these properties and from here you can select view dashboard edge as sorry so me means the user who is creating this dashboard so all the users who will access who will have access to that dashboard they will be viewing that dashboard with that user if you select another person so here you can select particular user and basis on that user your dashboard will be filtering the data and if you select third option so it will be dashboard viewer so whoever is the logged in user that user will be able to see the dashboard as per their access their as per their data access so this third option is basically for dynamic dashboard so if you select this third option it means your data is as per your data security right so this third option will be better in all the cases so that you can access the data which is relevant to you and if you select this option so that let dashboard viewer choose whom they view the dashboard as so this we don't pick because if you pick this checkbox in that case anyone can access anyone's data so this third option will be most appropriate and then you can select the grid size then dashboard theme dashboard palette so these options are available right so this option is available with this gear icon sorry I just missed it so I think now that question is answered Nilesh is asking sir what's lightning page so I think Nilesh you didn't join previous session so I already told you all the sessions are connected every topic in admin is connected so if you are following this boot camp so follow all the session otherwise it will be difficult for me to revise each and everything so Manan I think show data as per the user access to records this is also answered can we have reports on record page and dynamically run only for the record on which we are no we cannot do that but this is a good question Manan what is the subscribe button so Manan if you click on the subscribe button so whatever changes happens in that dashboard so you will receive the notifications about that dashboard so that's why we use the subscribe button how can we place dashboard according to the role like only to the CEO particular dashboard and others to sales app so on dashboard I don't think this option is available so let me just check it again so if you open if you see this sharing like if we go to the all folders and if you try to share it so I don't think yeah so here we have this option available you can share your dashboard with this people role and role and subordinate and public group but I don't think we can view dashboard basis on role because if we go here and if we click on this gear icon after added so here we have only these options we have user specific options we don't have role specific options here next question is is it possible to share a report but not the data example I want user to see the report but only for his or her department now I think if you share particular report folder so whatever is available in that report folder they will be able to access that all the things so Suman Rani there I saw run as dashboard can you please so I already explained this is related to that gear icon which I explained if you change that then you will see the changes in that run as well Kumar is asking which reports mostly using real time so generally we prefer tabular matrix summary these reports joint reports are used less but summary and matrix reports are used frequently because there we can do some analysis and we can create charts as well how can how we can give user control access to report folder what does it mean so control access means we have three access view edit and manage so it means if you give view so they can just view the report data if you give edit access so we can just modify reports as well and if you give manage access so they can share those reports with other users as well next question are we restrict duplicate records through validation yes we can do but instead of validation it would be beneficial if you go with flow and trigger so not exactly through validation but if you apply flow and trigger then we can just restrict duplicate record creation Gayathri is asking can we create report on import data yes if you import data like from excel to salesforce and if on that particular object if you have already created report so that data will be available for that report automatically so reports we create for objects particularly so whatever data is available under that object that will be used in the report as well so Suresh asked this question chatter so I think this is not related to this topic so I am just skipping Suresh I will answer this question in the FAQ document so from there you can just go through so Badal I already explained if you subscribe the report so if there is some changes happened in the report you will receive the notifications and detailed description I will provide in the FAQ document what is the difference between normal dashboard and dynamic dashboard so in normal dashboard you will see the data as per the user who created that dashboard but in dynamic dashboard you will see the data with the logged in user automatically can we automatically schedule a report to be exported or downloaded to certain folder yeah Tushar I think we can I just need to check how we can do because while creating reports I didn't find this option so I think there may be some settings through this we can do let me search it in the setup I am just forgetting how we can do but we can do that for sure yeah so here we don't have that option so I will explore this and will answer to this question in the FAQ document so as you know like I am not doing everything so I already told you in the beginning of the session like from your questions I am also improving my knowledge because you are asking different different questions and there may be possibilities like I never encountered such situation so I am just trying to keep track of those questions in the FAQ document so Jaya Tushar I will answer to your question in that FAQ document next is if we want to display the two unrelated object data then it is possible on one report I don't think so Yogesh because when we create report type so in that report type we select primary object then secondary object we select the objects which are related to primary so you cannot have two unrelated objects in joint report also you can have but in joint report also we try to keep the objects which are related we cannot share report outside or if you want to share through mail you can just export and then you can share and I will figure out like if there is any possibility like if we can schedule report export or download automatically and that we can send through email like Jaya Tushar also ask this question so I will play around with this question and we will come up with the solution what happen in case if user who has created the report is going to deactivate is there any impact on running user so I don't think there will be any impact and I already pasted a link like what happens if user is deactivated so if you see the FAQ document so there you will find a link so here is the link available if creator of user no more active how to retrieve reports and dashboards so this document will tell you everything like if user is deactivated so what happens with which feature so those options are available with this document so you can go with it can we show list of students to a user in report to the instructor of a particular branch can we show list of students to a user in report to the instructor of a particular branch so if student and instructor both are related then this is possible but I think in our case both are related to class so you can just create a report through class only so primary object will be class and secondary will be student or instructor then you can create so if you have relationships created then only it will be possible so we have relationship between class and instructor and class and so that way you will be able to see the results so dynamic dashboard any real time example so real time example means let me just select that option so that you can see the changes if I added this dashboard and if I go and select this and save and done and save so here if I refresh it so here you can see I am viewing this viewing as this user and if I go here and refresh so here I will view this as test user so you can see viewing as test user right and here data is not available because these report folders are not shared with test user so this is like dynamic it is working dynamically as per the long-term user right and if you add it and select another person so here we need to select it and if you select this option and save it and click on done and save so I think now you will have an option to choose particular user so if you see here we have an option to change if you click on change so from here you will be able to select the user and apply so this is basically dynamic thing right and if you select particular user so make sure that user is having access to reports as well along with the dashboard right so I think now you will be able to understand like what does mean dynamic dashboard okay Jaya Tushar thank you so in a figure document it is creator of report if creator of report is deactivated then what will happen that is listed in that link so specifically to report it is not mentioned but if it is mentioned to record so report if you are creating a report so that is also a record so that way you can and if it is deactivated so you need to make sure like system admin will be assigning those reports to someone else so that they can be further managed so this this process you need to apply so you can have an automation like when user is being deactivated so automatically that users things will be assigned to any other user so that way you can create some automations as well right so I think I tried to answer almost all the questions and again I am repeating like there may be chances I am not knowing exact answer to you of the questions so I am not giving false answers and that is why the purpose of creation of FAQ document is the same so that I can just document all the questions that you are asking no matter I answered or not if I answered those questions will be there if I did not answer in the session then I just research and try to put some solution or answer to that question in the document right so I am trying whatever I can do so that you can prepare yourself for interviews so this bootcamp is for preparation for freshers as well as for experienced professionals those who want to switch from admin to development or any other domain to admin or development so I think these these sessions are easy and you can see less less people are joining but most of are seeing the recordings as well they are following FAQ documents but I think next week data security will improve the audience and project will improve the audience and then when we will be discussing about flow and later on I will see like I can assume like there will be lots of traffic available on this channel in these live sessions and I am also planning to do some cloud specific sessions after the development sessions like sales cloud service cloud will be doing some stuff on marketing cloud and velocity as well so I am preparing those in my free time so this year will be totally for free bootcamp sessions so first six months I will be covering admin associate app builder, BA, QA and DAV profiles and remaining six months I will be focusing on the cloud specific boot camps so I think this whole year will be like building your foundation and whenever there will be massive hiring in different companies so your foundations will be created and you will be able to do some certifications as well and then I am like hopefully you will be getting appropriate jobs as well so I am trying my best to give you all the knowledge and rest will be depending on your practice preparation and God ok so I can see there is no questions now so I take your leave and next session will be on next week Monday with new topic so I will be giving you I will be sharing the invite soon and that will be available in the session tracker so thank you for being lovely audience and I already shared one message like few people are asking how we can prepare for associate admin or app builder certification so after completion of all the admin related stuff till flow I will be having one session where I will be guiding you how you can prepare for associate admin or app builder certification right and soon I will be hitting 50k subscribers so I will be having one session on that as well like that will be interactive session I will just thank everybody those who have subscribed my channel and watching the video so ok so lots of sessions live sessions will be there thank you so I take your leave thank you so much yeah when I I will be explaining those differences in those bootcamp sessions because in 5 minute I cannot explain that yeah thank you Amya I am not doing this for having your salary so I will also share the purpose of these free boot camps I have that in mind in my mind because many people are asking like why this person is doing everything for free so I will do a session for that as well so I don't want money from students because YouTube is commercialized platform so through ads I am making revenue so like you know in initial days students are not having money freshers are not having money so why to have money from them because this commercial platform is giving me money that is enough right so money doesn't have any end so giving knowledge is important money I can earn through other commercial platforms so I don't want to earn money from students or freshers thank you thank you very much so we will connect again on next week Monday thank you everyone see you